Difference between revisions of "Attachments: Tag Setup"

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[[Category: Profiles]][[Category:Attachment]]
 
[[Category: Profiles]][[Category:Attachment]]
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr>
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Correspondence]] Newton User Guide: [[Newton User Guide#Correspondence|Correspondence]]</td>
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</tr>
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
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</tr>
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<tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Attachment_Tag_Profile&oldid=3200 Click Here]</td>
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</tr>
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
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</tr>
 
</tr>
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<tr>  
 
<tr>  
 
<td>
 
<td>
 
<ul>
 
<ul>
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<li>[[Attachment Integration]]</li>
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<li>[[Attachments]]</li>
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<li>[[Training 2: Setting Up Your Agency]]</li>
 
 
</ul>
 
</ul>
 
</td>
 
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</table>
 
</table>
  
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Attachments can be assigned a '''Type''' and User-Defined '''Tag''' in addition to being saved directly to policies.  
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Attachments can be assigned a '''Type''' and user-defined '''Tag'''. Attachment tag profiles are configured once for the entire [[Agency Profile|agency]], and selected when creating or editing attachments.
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== Before you begin ==
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Access to edit attachment tag profiles requires the current operator to have [[Security System|Security System: AR -> Policy Transaction -> Global]] access.
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[[File:Ic_info_black_24dp.png]]  See: [[Security System]] for more information.
  
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== Create an tag profile ==
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr>
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    <td>
 
Attachment '''Type''' and '''Tag''' columns are displayed in the following locations:
 
Attachment '''Type''' and '''Tag''' columns are displayed in the following locations:
 
*[[Dashboard Tab (User)|Dashboard Tab]] -> Attachments
 
*[[Dashboard Tab (User)|Dashboard Tab]] -> Attachments
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*[[Management Tab]] -> Operator\Company\Vendor -> Attachments
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*[[Management Tab]] -> Attachments
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*[[Client Tab]] -> Attachments
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*[[Client_Tab:_Client_Dashboard#Attachments|Client Dashboard]] -> Attachments
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*[[Policy Express]] -> Attachments
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*[[Policy Dashboard]] -> Attachments
 
*[[Company Tab]] -> Attachments
 
*[[Company Tab]] -> Attachments
 
*[[Vendor Tab]] -> Attachments
 
*[[Vendor Tab]] -> Attachments
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</td>
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</tr>
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</table>
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Attachment tag profiles are configured once for the entire [[Agency Profile|agency]], and selected when creating or editing attachments.
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#Select '''Setup''' -> '''Other''' -> '''Attachment Tag Setup'''.
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#Enter the desired '''Attachment Tag Name'''.
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#Select '''Save''', then '''Exit'''.
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#:[[File:Setup-attachmenttag.png]]
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#Create or edit an attachment to assign the new tag.
  
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For more information, see [[Attachment Integration]].
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[[File:Ic_info_black_24dp.png]] See: [[Attachments]] for more information.
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=== Attachment Tag Profile Screen ===
 
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Attachment tag profiles are user-defined, created by office administrators. ''(Requires '''Other -> [[Security System]] -> AR -> Policy Transaction -> Global''' Access)''
 
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====Create an Attachment Tag====
 
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#Select '''Profiles -> Attachment Tag Setup'''.
 
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#Enter the desired '''Attachment Tag Name'''.
 
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#Select '''Save'''.
 
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#:[[File:Menu-attchtag-save.png]]
 
  
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====Rename an Attachment Tag====
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== Rename a tag profile ==
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#Select '''Profiles -> Attachment Tag Setup'''.
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Renaming an existing tag will update any existing attachment in the system.
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#Select '''Setup''' -> '''Other''' -> '''Attachment Tag Setup'''.
 
#Select the existing '''Tag Desc''' from the drop-down.   
 
#Select the existing '''Tag Desc''' from the drop-down.   
 
#Select '''Replace'''.
 
#Select '''Replace'''.
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#:[[File:Menu-attchtag-replace.png]]
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#:[[File:Setup-attachmenttag-replace.png]]
 
#Enter the new '''Attachment Tag Name'''.
 
#Enter the new '''Attachment Tag Name'''.
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#Select '''Update'''.
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#Select '''Update''', then '''Exit'''.
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#:[[File:Menu-attchtag-replace-update.png]]
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#:[[File:Setup-attachmenttag-update.png]]
  
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====Delete an Attachment Tag====
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== Delete an tag profile ==
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  You cannot recover a deleted Attachment Tag.  All previously associated attachments will no longer have an '''Attachment Tag''' set.  
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[[File:Ic warning black 24dp.png]] You cannot recover a deleted attachment tag.  All previously associated attachments will no longer have an '''Attachment Tag''' set.  
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#Select '''Profiles -> Attachment Tag Setup'''.
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#Select '''Setup''' -> '''Other''' -> '''Attachment Tag Setup'''.
 
#Select the existing '''Tag Desc''' from the drop-down.   
 
#Select the existing '''Tag Desc''' from the drop-down.   
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#Select '''Delete'''.
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#Select '''Delete'''. (To rename an existing tag, [[#Rename a tag profile|see the section above]].)
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#:[[File:Menu-attchtag-delete.png]]
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#Confirm when prompted. This cannot be reversed.
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#Confirm when prompted.
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#Select '''Exit'''.

Latest revision as of 20:32, 7 May 2018

Ic description black 24dp.png Newton User Guide: Correspondence
Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

Attachments can be assigned a Type and user-defined Tag. Attachment tag profiles are configured once for the entire agency, and selected when creating or editing attachments.

Before you begin

Access to edit attachment tag profiles requires the current operator to have Security System: AR -> Policy Transaction -> Global access.

Ic info black 24dp.png See: Security System for more information.

Create an tag profile

Attachment Type and Tag columns are displayed in the following locations:

Attachment tag profiles are configured once for the entire agency, and selected when creating or editing attachments.

  1. Select Setup -> Other -> Attachment Tag Setup.
  2. Enter the desired Attachment Tag Name.
  3. Select Save, then Exit.
    Setup-attachmenttag.png
  4. Create or edit an attachment to assign the new tag.

Ic info black 24dp.png See: Attachments for more information.

Rename a tag profile

Renaming an existing tag will update any existing attachment in the system.

  1. Select Setup -> Other -> Attachment Tag Setup.
  2. Select the existing Tag Desc from the drop-down.
  3. Select Replace.
    Setup-attachmenttag-replace.png
  4. Enter the new Attachment Tag Name.
  5. Select Update, then Exit.
    Setup-attachmenttag-update.png

Delete an tag profile

Ic warning black 24dp.png You cannot recover a deleted attachment tag. All previously associated attachments will no longer have an Attachment Tag set.

  1. Select Setup -> Other -> Attachment Tag Setup.
  2. Select the existing Tag Desc from the drop-down.
  3. Select Delete. (To rename an existing tag, see the section above.)
  4. Confirm when prompted. This cannot be reversed.
  5. Select Exit.
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